William Uchic

Developed new business opportunities and expanded relationships with end users and current customers.

Drove originations and gross margin toward stated objectives.

• Prospected for new vendor and end user customer relationships while maintaining existing accounts.
• Recommended financing solutions aligned with customer needs, experience, assets, debt, and financing product background.
• Assisted small and mid-size businesses with funding options by comparing advantages and disadvantages of financial products.
• Collected and reviewed customer income, assets, investments, and debt information.
• Facilitated training sessions for new salespeople and provided ongoing support.
• Supported financing training through sales meetings, conference calls, trade shows, and one-on-one calls.

• In my role as vice president, I generate lease/finance volume by building vendor relationships, creating and maintaining customizable leasing programs. I exceed monthly goals driven around volume and weighted net yield.
• I utilize calling techniques to manage and prioritize prospective vendors, continuously maintaining minimum contacting guidelines across lead categories. I work to identify vendor/customer business needs to create a financing plan for their business structure. I take the responsibility of regularly updating owners/managers/sales force within vendor relationships of industry highlights, current financing specials, or services to help them manage their leasing business. I work with vendor partners to identify presentation/ sales strategies to increase equipment sales by proactively offering the monthly payment option.
• The ultimate goal is to create and maintain flow vendors to anticipate a steady stream of leasing/financing volume.

• In my role as director of business development, I actively prospected and developed new vendor relationships that could produce a minimum of $3,000,000 per year in originations. I assisted with the penetration of existing accounts. I worked hard to train vendor salespeople on our processes and technological products. I developed strong business relationships with both senior management and day-to-day contacts at established and newly developed vendor customers. I ensured that all new programs were properly administered, and communicated to external customers and internal colleagues. I collaborated with Balboa Capital's management and support teams to ensure exemplary customer service and submitted all activity reports on a timely basis.

• In my role as vice president new business development, I originated equipment leasing programs in the Commercial Equipment markets. I created mutually beneficial programs that help partners to grow their portfolios and maximize their profitability, targeting manufacturers, dealers and distributors.

• In my role as a senior business development manager, I developed and managed relationships with prospective commercial accounts. I worked to identify client business and financing needs to structure effective offerings. I coordinated commercial account management, providing contract documentation and financial administration support, and developed time and territory management strategies.
• Promoted to Top Sales Team (retail) 2014
• Highest percentage to plan (retail) 2012 / 2013